Berenberg Asset Management offers private and institutional investors innovative concepts and professional risk management strategies. Our experts develop solutions that are specifically configured for your needs and address your return, risk and liquidity goals, focussing preferentially on selected areas where we have especially deep knowledge.
We combine different investment styles – discretionary and quantitative – under one roof, and execute them in asset management mandates, segregated accounts and mutual funds.
Small caps, big returns?
The Nobel laureates Eugene Fama and Kenneth French proved the existence of the “size” or “small cap” premium in 1993. The rationale behind the Fama-French three-factor model is that small caps – which we define as companies with a market
capitalisation of €500m to €5bn – are…
Markets | Monitor
A new all-time high is rarely the end of the road
Rising analyst earnings estimates and economic optimism have provided a friendly start to the year for stocks. Asian emerging markets, US small caps and UK equities were particularly strong. Gold and safe-haven government bonds, on the other hand,…
ESG investment strategies take into account Environmental (E), Social (S) and Governance issues on top of traditional fundamental and macroeconomic information. Our ESG investments can be conducted via both discretionary and quantitative investment strategies following our Berenberg ESG investment process.
Economics: Second lockdown leading to setback in the fourth quarter. Positive outlook from spring.
Equities: Rising earnings, declining valuations.
Bonds: Positive investment outlook for corporate bonds.
Commodities: Rotation out of gold into risky assets. Positive vaccine news spur oil prices.
Currencies: Euro/US dollar remains above 1.20. Nervousness in the pound.
Investors have different needs and individual goals. The market environment, laws and regulations have a major influence on the capital investment decisions of private and institutional investors. Our experienced team understands these challenges, and can develop the ideal investment solutions with and for you.